CGLBX Mutual Fund
NAV$8.33
AUM$8.7B
TER0.13%
Holdings6,734
CGLBX Mutual Fund
NAV$8.33
Six Circles Global Bond Fund
AUM$8.7B
TER0.13%
Holdings6,734
CGLBX Mutual Fund Overlap Analysis
CGLBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CGLBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6734 holdings, CGLBX may share significant positions with broad-market funds.
CGLBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CGLBX tax-loss harvesting finds highly correlated but non-identical funds.